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Tristan Raymond Kelly
CRD#: 7362798
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AVIOR WEALTH MANAGEMENT, LLCCRD#: 148674 11100 WAYZATA BLVD
SUITE 210
MINNETONKA, MN 55305
SUITE 210
MINNETONKA, MN 55305
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Disclosures
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Years of Experience
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State Registrations
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Minnesota 7/17/2024
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Registered with this firm since 7/17/2024
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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